According to Focus Money (issue 21/2025), GFT Technologies [WKN: 580060, ISIN: DE0005800601] is a pioneer of digital transformation. The globally active IT service provider and software developer is an important partner for banks when it comes to setting up digital banking systems or converting existing systems to a cloud-enabled IT infrastructure.
The Group, which was founded in 1987, generates the largest share of its sales - around 75% - with banks. The core business is supplemented by solutions for the insurance industry to optimize customer service and claims processing.
New customers in sectors outside the core banking business
Visual inspection solutions for identifying quality defects in real time are also in demand in industry. GFT is hoping that the increased use of cognitive robotics and humanoid robots in particular will lead to new clients, enabling it to position itself in a trillion-dollar market right from the start.
Under the new CEO Marco Santos, who has been in office since the beginning of the year, the Group's focus on AI is to be driven forward in order to take advantage of "new opportunities across all industries".
GFT AI Impact rapidly accelerates software development
With GFT AI Impact, the company has a solution in its portfolio that uses AI to make software development, IT engineering and consulting faster and more efficient. Software development can be accelerated by up to 90% with GFT AI Impact.
Not least thanks to the AI platform, GFT aims to increase revenue to EUR 1.5 billion by 2029 and achieve an adjusted EBIT margin of 9.5%. In 2024, GFT had generated revenue of EUR 871 million and a margin of 8.9%.
Growth targets clearly defined
Despite worse-than-expected figures for the first quarter, the Executive Board expects revenue to increase by 7% to EUR 930 million in 205. However, adjusted EBIT is expected to fall by 4% to around 75 million euros.
However, the positive response from clients to the AI product GFT AI Impact was pleasing in the figures for the first quarter. With 440 new licenses sold in Q1, the figure of 315 licenses in Q4 2024 was clearly exceeded.
After a brief dip in earnings development in the current financial year, significantly better news can be expected from 2026 onwards. After earnings of EUR 1.56 per share in 2025, more than EUR 2 should already be realized in 2026. EPS should rise to 2.63 euros by 2028. Focus Money recommends buying with a target price of 33 euros (35% potential).
